Customize your views
You can change how EVX Software looks and behaves for you: which columns a table shows, how lists are grouped and sorted, which widgets your dashboard shows, and more. These settings change only your own view. Your colleagues keep theirs.
This page lists each setting, what it changes, and where to find it. Where another page covers a setting in depth, follow its link.
Your profile, password, language, time zone, and date format are covered in Sign in and set up your profile.
Jump to:
- Where your settings are
- Dashboard
- Left panel
- Task list
- Time
- Calendar
- Lists and records
- Reports
- How EVX Software behaves
Where your settings are
Your settings are in two kinds of places.
Edit preferences holds a group of settings for each part of EVX Software:
Your nameSettingsEdit preferences
Choose a group, such as General or Task options, change what you need, and click Save.
Controls on the screen change one view where you use it:
- The gear at the top right of some dashboard widgets.
- The Show menu in the toolbar of the Tasks tab.
- View more at the bottom of the left panel.
Dashboard
| Setting | Where | What it changes |
|---|---|---|
| Widgets, their area, and their order | Edit preferences › Dashboard options | Which widgets your dashboard shows, in the top, left, or right area, and in what order. Some widgets have another name in that list. See Set up your dashboard. |
| Show tasks for | Edit preferences › Dashboard options | Whose tasks Late and upcoming tasks lists: everyone's, or one person's. |
| Show only my events | Edit preferences › Dashboard options | Whether Upcoming events, milestones and tasks shows only your own events. |
| Projects table | The gear on the Projects table | How many projects show, the sort order, and the columns. See Set up the Projects table. |
| Activity | The gear on the Activity widget | What the Activity widget lists. |
| Invoice payment status | The gear on the Invoice payment status widget | How many invoices show, their sort order, and the columns. See Invoice payment status. |
| Collapse a widget | The arrow at the top right of the widget | Folds the widget to its title. Click the arrow again to open it. |
Left panel
| Setting | Where | What it changes |
|---|---|---|
| Sections of the left panel | View more, at the bottom of the left panel. The same choice is in Edit preferences › General › Dimension widgets to display. | Which dimensions appear as sections of your left panel. See Choose which dimensions you see. |
| Collapse the panel | The arrow at the top of the left panel | Hides the panel to give the main area more room. Click the arrow again to bring it back. |
| Collapse left panel when only one member is in clients or projects | Edit preferences › General | Collapses the left panel on its own when your Clients or Projects section has a single member. |
| Sort dimension trees by type and name | Edit preferences › Listing options | Orders the members of each section by type, then by name. |
Your administrator decides which dimensions exist and their order. See Setting up dimensions.
Task list
The Show menu in the toolbar of the Tasks tab chooses what each task row shows. Tick an item to show it, and untick it to hide it.
- Columns: for example Due date, Estimated time, Worked time, Percent completed, Invoicing status, and the dimensions each task is classified in.
- Quick actions: buttons at the end of each task row, so you can act on a task without opening it. Each item adds one button:
| Item in Show | Button it adds |
|---|---|
| Quick add sub tasks | Add a subtask |
| Quick edit | Edit the task |
| Quick mark as started | Mark the task as started |
| Quick complete | Complete the task |
| Quick time | Add time to the task |
| Time | Start the clock on the task |
Tick a quick action in Show to add its button to every task row.
The other task list settings are in Edit preferences › Task options:
| Setting | What it changes |
|---|---|
| Task list group by options and Task list order by options | Which fields you can choose in Group by and Order by in the Tasks tab. See Finding, filtering, and sorting tasks. |
| Task list filter by options | Which fields you can choose in Filter in the Tasks tab. |
| Show tasks as a Gantt Chart | Opens the Tasks tab as a Gantt chart instead of a list. |
| Use task date filters | Adds a date range filter (From and Until) to the task list. |
| Show the name of the assigned | Shows the assignee's name instead of their picture. |
| Show Templates first in New menu | Puts Templates first when you click New in the Tasks tab. |
| Show subtasks outside status filter | Keeps subtasks visible under their parent task when they don't match the status filter, for example closed subtasks under an open task. |
| Order subtasks with the filter criteria selected on the task list order by | Orders subtasks the same way as the list. Otherwise they are ordered by name. |
| Task groups per page, Number of tasks displayed by group, Maximum number of tasks to display | How much of the list loads at once. You can always load more. |
| Show description field when adding a time entry into a task in the tasks list | Adds a description field when you add time from the task list. |
| Close the time entries that are still running when completing a task | Stops a running clock when you complete its task. |
| Tasks quick add/edit classification | Which dimensions you can classify a task in when you add or edit it from the list. |
| Task Reminders and the automatic reminder settings | The default reminder for new tasks, and whether reminders are created for you. |
Time
These settings are in Edit preferences › Time options:
| Setting | What it changes |
|---|---|
| Dimensions to append at weekly view task selector | Adds the members you choose, such as the project, next to each task name when you pick a task in the weekly view. See Weekly view. |
| Time entries classification | Which dimensions you can classify a time entry in. |
| Clock | Turns on the clock, to record time as you work. |
| Allow paused time | Lets you pause a running clock. |
| When a new timer is started | What happens to a clock already running when you start another: stop it, pause all running clocks, or let them all run. |
| Behavior when modifying dates | When you change the start or end of a time entry: move the other date to keep the same hours, or change the hours worked. |
| Behavior when modifying hours | When you change the hours worked or the paused time: move the start or the end of the entry. |
The start and end times of a new time entry come from your work day hours, in Edit preferences › General. See Set your preferences.
Calendar
These settings are in Edit preferences › Calendar options:
| Setting | What it changes |
|---|---|
| Start week on monday | Starts each week on Monday. Refresh your browser to apply it. |
| Show week numbers | Shows week numbers in the month and week views. |
| Show birthdays in calendar | Shows your contacts' birthdays. |
| Dimension that dictates color and Show multiple color events in calendar tab | Colors events by the members of a dimension, using one color or the color of every member. |
| Additional data to append in events and tasks name | Adds a member name next to each event or task name. |
| Number of events displayed | How many events show per day in the month view. |
| Event Reminders and the automatic reminder settings | The default reminder for new events, and whether reminders are created for you. |
| Autoassign events, Send event invitations, Subscribe invited users | The defaults when you create an event: invite yourself, send invitations, and subscribe the people invited. |
Lists and records
| Setting | Where | What it changes |
|---|---|---|
| Dimensions in their own column | Edit preferences › Listing options | One setting per dimension: show it in its own column in lists, instead of next to each name. This screen uses the system default names of the dimensions. See Dimensions for the names your firm sees. |
| Amount of breadcrumbs to show when listing objects | Edit preferences › Listing options | How many members show next to each record in lists. |
| Number of Linked Objects to show | Edit preferences › General | How many linked records show on a record's page. |
| Show direct object urls | Edit preferences › General | Shows a direct link to each record on its page. |
| List contacts by name | Edit preferences › General | Lists contacts as "name surname" instead of "surname name". |
| Contacts per page | Edit preferences › General | How many contacts each page of the contact list shows. |
| Contact properties to display on contact selectors | Edit preferences › Contacts options | Extra details, such as the email, shown when you pick a contact. |
| Show inactive users in the contacts list | Edit preferences › Contacts options | Includes users who are no longer active. |
| Hide cost in actual expenses form | Edit preferences › Expenses | Removes the cost fields from the expense form when you don't use them. |
Reports
These settings are in Edit preferences › Report options:
| Setting | What it changes |
|---|---|
| Set default PDF page layout | Vertical or landscape pages when you export a report to PDF. |
| Set default PDF page size | The paper size for PDF exports, such as Letter or A4. |
| Time column format | Shows time as words, for example "2 hours, 15 minutes", or as numbers. |
| Show type of address, email, phone and webpages in reports | Shows the type, such as work or home, before each address, email, phone, or web page. |
How EVX Software behaves
These settings are in Edit preferences › General:
| Setting | What it changes |
|---|---|
| Action to take on drag and drop to workspace | What happens when you drop a record on a member and it already has one in that dimension: ask, replace, or keep both. See Classify by drag and drop. |
| Reclassification behavior after save | When you change a member linked to a project, such as its rate schedule, whether the project's tasks, time entries, expenses, and other records change with it: ask, always, or never. When the client changes, they always do. |
| Show confirmation dialog when sending objects to trash and when archiving objects | Asks you to confirm before a record goes to the trash or the archive. |
| Show contextual help | Shows help boxes always, never, or until you close each one. |
| Remember to access member or not when member is created and Access new member after its creation | After you create a project, client, or other member: whether EVX Software asks, and whether it selects the new member in the left panel. |
| Update objects when linking others | Updates the date of both records when you link or unlink them. |
| Default client contact type | Whether a new client starts as a company, a person, or neither. |
| Search engine | Quick searches faster; Full searches more thoroughly and takes longer. |
What you can do next
- Overview and dashboard to set up your dashboard and the Projects table.
- Dimensions to choose the sections of your left panel and filter your work.
- Classifying records for what happens when you drag records onto members.